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Davis Wealth Advisors, LLC: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Wealth Advisors, LLC on MBB, newest first. How the timeline and the estimate are built.

Davis Wealth Advisors, LLC held 19,296 MBB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,296 shares
    Change vs previous 13F +259 shares

    1.41% of the 13F portfolio, value $1,823,795.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,037 shares
    Change vs previous 13F +779 shares

    1.5% of the 13F portfolio, value $1,807,532.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,258 shares
    Change vs previous 13F +2,040 shares

    1.45% of the 13F portfolio, value $1,738,535.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,218 shares
    Change vs previous 13F +920 shares

    1.39% of the 13F portfolio, value $1,543,123.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 15,298 shares
    Change vs previous 13F +680 shares

    1.52% of the 13F portfolio, value $1,436,271.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 14,618 shares
    Change vs previous 13F -1,444 shares

    1.55% of the 13F portfolio, value $1,370,883.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 16,062 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,472,518.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested